Business Intelligence

Finance Industry Uses CRM to Manage Customers

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Executive Summary

Company Z, is a private investment banking firm that serves as an investor, underwriter and broker to some of the biggest names in the entertainment, technology and information industries. Company Z sought a system that would allow it to quickly and accurately track phone calls, appointments, tasks, company and contact information, growth opportunities, introductions, and other day to day tasks and activities, while having accurate reports on Company Z's and its employees' activities, growth opportunities, and other tasks on regular intervals. NIT CRM 4.0 has given Company Z the power to achieve a competitive edge by enabling them to gain a deeper understanding of Company Z's clientele and markets and then pursue the opportunities that emerge at every stage of the relationship management life cycle.

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